Senior Revenue Operations Analyst

Posted 3 Hours Ago
Easy Apply
New York City, NY, USA
Hybrid
127K-149K Annually
Senior level
Fintech • Information Technology • Software • Financial Services
We're a Series C tech company solving the identity risk problem for banks, credit unions, and fintech.
The Role
Partners with sales leaders on forecasting, territory design, quota setting, pipeline analysis, and sales performance reporting. Owns Salesforce administration, data quality, configuration, dashboards, and user enablement. Supports sales process workflows, deal desk handoffs, approvals, and quote-to-close execution. Produces ad hoc analysis and advises stakeholders by challenging unsupported conclusions and identifying trends. The role requires strong analytical, communication, Excel, Sheets, and Salesforce skills.
Summary Generated by Built In
Alloy is where you belong!

Alloy is the AI-powered identity and fraud prevention platform that accelerates onboarding, stops fraud, and scales compliance across the customer lifecycle so financial organizations can grow without limits. More than 900 of the world's leading financial institutions and fintechs trust Alloy for smarter risk management that drives growth.
Through our values: Be Bold, Go Fast, Collaborate, and Celebrate Our Differences, we are creating a workplace where you can grow, thrive, and belong. See how we’ve been continuously recognized and named one of Inc. Magazine’s Best Workplaces, Forbes America’s Best Startup Employers, Best Fintech to Work for by American Banker, year after year.
Check out our investors and read more about us here.

About the team

Revenue Operations is a small team with outsized reach. We set how territories get drawn, how quotas get built, and how the forecast gets defended, and we own the Salesforce foundation that makes all of it real. This role sits alongside one other RevOps teammate and reports directly to the VP of Revenue Operations, which means access to the decisions themselves rather than a seat two rows back.

Alloy operates in a hybrid-work environment. We look to foster collaboration and community by having our local employees onsite three days a week.

What you'll be doing

You'll be the RevOps partner our field sales leaders come to first on forecasting, territory, and quota, and you'll keep the Salesforce data underneath those conversations airtight. Within six months, you should be the person leadership calls about pipeline health, not just the person who fixes the CRM.

  • Partner with field sales leaders through the weekly and monthly forecast cadence, helping them prep, pressure-test, and defend their numbers ahead of leadership reviews.
  • Drive territory design and quota-setting with field leadership, then own the Salesforce configuration that puts those decisions into production, including territory hierarchies, account assignment, and quota loading.
  • Advise AEs, AMs, and frontline managers on what the pipeline data actually says, and push back when the numbers do not hold up.
  • Own Salesforce hygiene and administration for the sales org, covering data quality, field and object configuration, user enablement, and troubleshooting.
  • Build the reports and dashboards field and RevOps leadership rely on for real-time pipeline, forecast, and rep performance visibility.
  • Run the mechanics of sales process execution alongside the broader RevOps team, from deal desk hand-offs to approval workflows and quote-to-close.
  • Produce ad hoc analysis on pipeline trends, conversion rates, and rep productivity, and document the process and systems changes that come out of it.
Who we’re looking for

Must-haves:

  • 3 to 5+ years in Revenue Operations, Sales Operations, or a comparable analytical GTM role, including direct work with field sales leaders on forecasting and territory planning. SaaS experience strongly preferred.
  • Hands-on Salesforce experience across reports, dashboards, and basic configuration. Admin certification is a plus, not a requirement.
  • A track record of operating as an advisor to sales leaders rather than an order-taker, including the judgment to challenge a number the data does not support.
  • Strong Excel and Sheets skills, and real comfort digging into data to find and explain a trend.
  • Sharp attention to detail, with a habit of catching data problems before anyone downstream does.
  • Clear, direct communication that lands with field reps and non-technical stakeholders alike.

Nice-to-haves:

  • Experience supporting a financial services, fintech, or B2B SaaS sales motion.
  • Ownership of a territory or quota planning cycle end to end.
  • Exposure to Apollo.io, Gong, or Salesforce CPQ.
  • Basic SQL or experience in a BI tool such as Looker or Tableau.

Alloy is committed to fair and equitable compensation practices. Below is the anticipated starting base compensation range for this role; however, pay may vary depending on job-related knowledge, in-demand skills, relevant experience, and/or geography. In addition to a competitive base salary, this position is also eligible for equity awards in the form of stock options (ISOs) as well as a competitive total benefits package. Your recruiter will be happy to walk you through the details and what compensation could look like for you specifically!

This position has a salary range of $127,000 to $149,000. 

Benefits and Perks 
  • Unlimited PTO and flexible work policy
  • Employee stock options
  • Medical, dental, vision plans with HSA (monthly employer contribution) and FSA options
  • 401k with 100% match up to 4% of annual employee compensation 
  • Eligible new parents receive 16 weeks of paid parental leave 
  • Home office stipend for new employees
  • Annual Learning & Development annual stipend
  • Well-being benefits include access to ClassPass, OneMedical, UrbanSitter, and Spring Health 
  • Hybrid work environment: employees are expected to work Tuesdays through Thursdays from our HQ in Union Square, Manhattan. Tasty lunches catered from a variety of local restaurants and frequent employee-organized cultural events contribute to our positive office energy. On Monday/Friday most employees Zoom into work from home while some take advantage of the quieter office.
How to apply

Apply right here! You've found the application!

Alloy is proud to be an equal-opportunity workplace and employer. We’re committed to equal opportunity regardless of race, color, ancestry, religion, gender, gender identity, parental or pregnancy status, national origin, sexual orientation, age, citizenship, marital status, disability, or veteran status. We are committed to an inclusive interview experience and provide reasonable accommodations to applicants with visible and invisible disabilities. We encourage applicants to share needed accommodations with their recruiter.

All Alloy jobs are listed on our careers page. Any communication during the recruitment process, including interview requests or job offers, will come directly from a recruiting team member with an alloy.com email address. We do not use outside applications or automated text messaging in our recruiting process. We will not ask for any sensitive financial or identification information during the recruiting process. If you’re ever unsure, please contact us directly via our website before sharing personal information.

Skills Required

  • 3 to 5+ years of experience in Revenue Operations, Sales Operations, or a comparable analytical go-to-market role
  • Direct experience working with field sales leaders on forecasting and territory planning
  • Hands-on Salesforce experience with reports, dashboards, and basic configuration
  • Experience advising sales leaders and challenging data-unsupported numbers
  • Strong Excel and Google Sheets skills
  • Ability to analyze data and identify and explain trends
  • Strong attention to detail and ability to identify data quality issues
  • Clear, direct communication with field representatives and nontechnical stakeholders
  • SaaS experience
  • Experience supporting financial services, fintech, or B2B SaaS sales
  • Ownership of a territory or quota planning cycle end to end
  • Experience with Apollo.io, Gong, or Salesforce CPQ
  • Basic SQL or experience with Looker or Tableau
  • Salesforce Admin certification

What the Team is Saying

Rachael
Jessica
Shateesh
Eric
Drew
Laura
Matt

Alloy Compensation & Benefits Highlights

  • Parental & Family Support Parental leave is described as 16 weeks of paid time for all caregivers, with additional family‑focused benefits like adoption and fertility support and an onsite Mother’s Room noted on public pages. This breadth signals a strong emphasis on supporting new parents.
  • Healthcare Strength Core health offerings are presented as premium medical, dental, and vision coverage, alongside HSA/FSA programs and mental‑health resources such as free therapy, Spring Health, and One Medical. Wellness access like ClassPass and abortion travel support further round out the healthcare footprint.
  • Equity Value & Accessibility Equity participation is framed as broad, with new‑hire grants for all employees and refreshes evaluated periodically. This makes ownership a standard part of total rewards rather than a selective perk.

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The Company
HQ: New York, NY
315 Employees
Year Founded: 2015

What We Do

Alloy is the only end-to-end identity risk management platform for companies that offer financial products. Beginning with origination and account opening, Alloy provides over 600 of the world's leading banks, credit unions, and fintechs with a scalable, flexible platform to manage identity risk throughout the customer lifecycle. With configurable solutions for fraud, credit and compliance risk, dedicated expert guidance and the industry’s most extensive ecosystem of data partners, Alloy helps companies deliver great financial products to more customers around the world.

Why Work With Us

Alloy is a tech company by category, not by culture! We’re a diverse bunch of deeply talented people who embrace all genders, races, ethnicities, and backgrounds. It starts with people-first leaders, using Alloy's 4 core values as a guiding light, and creating an inclusive culture where folks can be themselves & grow, while doing their best work.

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Alloy Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Flexible
HQNew York, NY
Located in a perfect spot near downtown, Alloy HQ is in the midst of all that NYC has to offer with endless lunch spots, things to do, and plenty of happy hour options. We're a 3-minute walk from Union Sq, a central hub for convenient commutes.

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